LODI vs. MYCG

Last updated Jun 5, 2026

LODI (AAM SLC Low Duration Income ETF) and MYCG (State Street My2027 Corporate Bond ETF) are both exchange-traded funds - LODI is a Short-Term Bond fund actively managed by AAM, while MYCG is a Corporate Bonds fund actively managed by State Street. Both are actively managed. Over the past year, LODI returned 5.83% vs 4.64% for MYCG. At a 0.47 correlation, their price movements are largely independent. Both charge a 0.15% expense ratio.

Performance

LODI vs. MYCG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AAM SLC Low Duration Income ETF (LODI) and State Street My2027 Corporate Bond ETF (MYCG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LODI achieves a 1.87% return, which is significantly higher than MYCG's 1.37% return.

LODI

• 1D: -0.00%
• 1M: 0.45%
• YTD: 1.87%
• 6M: 2.30%
• 1Y: 5.83%
• 3Y*: —
• 5Y*: —
• 10Y*: —

MYCG

• 1D: 0.04%
• 1M: 0.38%
• YTD: 1.37%
• 6M: 1.82%
• 1Y: 4.64%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

LODI vs. MYCG - Yearly Performance Comparison

	2026 (YTD)	2025	2024
LODI AAM SLC Low Duration Income ETF	1.87%	6.04%	0.26%
MYCG State Street My2027 Corporate Bond ETF	1.37%	5.85%	-0.05%

Correlation

The correlation between LODI and MYCG is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.44
Correlation (All Time) Calculated using the full available price history since Dec 5, 2024	0.47

Return for Risk

LODI vs. MYCG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LODI

LODI Risk / Return Rank: 88
LODI Sharpe Ratio Rank: 77
LODI Sortino Ratio Rank: 84
LODI Omega Ratio Rank: 92
LODI Calmar Ratio Rank: 95
LODI Martin Ratio Rank: 90

MYCG

MYCG Risk / Return Rank: 98
MYCG Sharpe Ratio Rank: 97
MYCG Sortino Ratio Rank: 98
MYCG Omega Ratio Rank: 98
MYCG Calmar Ratio Rank: 97
MYCG Martin Ratio Rank: 97

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LODI vs. MYCG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AAM SLC Low Duration Income ETF (LODI) and State Street My2027 Corporate Bond ETF (MYCG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	LODI	MYCG	Difference
Sharpe ratio: Return per unit of total volatility	2.44	4.66	-2.22
Sortino ratio: Return per unit of downside risk	3.69	8.53	-4.84
Omega ratio: Gain probability vs. loss probability	1.61	2.20	-0.59
Calmar ratio: Return relative to maximum drawdown	7.82	10.44	-2.62
Martin ratio: Return relative to average drawdown	20.31	49.89	-29.57
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LODI vs. MYCG - Sharpe Ratio Comparison

The current LODI Sharpe Ratio is 2.44, which is lower than the MYCG Sharpe Ratio of 4.66. The chart below compares the historical Sharpe Ratios of LODI and MYCG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	LODI	MYCG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.44	4.66	-2.22
Sharpe Ratio (All Time) Calculated using the full available price history	2.37	2.77	-0.40

Drawdowns

LODI vs. MYCG - Drawdown Comparison

The maximum LODI drawdown since its inception was -1.01%, which is greater than MYCG's maximum drawdown of -0.86%. Use the drawdown chart below to compare losses from any high point for LODI and MYCG.

Drawdown Indicators

	LODI	MYCG	Difference
Max Drawdown Largest peak-to-trough decline	-1.01%	-0.86%	-0.15%
Max Drawdown (1Y) Largest decline over 1 year	-0.75%	-0.45%	-0.30%
Current Drawdown Current decline from peak	-0.04%	0.00%	-0.04%
Average Drawdown Average peak-to-trough decline	-0.21%	-0.14%	-0.07%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.29%	0.09%	+0.20%

Volatility

LODI vs. MYCG - Volatility Comparison

AAM SLC Low Duration Income ETF (LODI) has a higher volatility of 0.31% compared to State Street My2027 Corporate Bond ETF (MYCG) at 0.16%. This indicates that LODI's price experiences larger fluctuations and is considered to be riskier than MYCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LODI	MYCG	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.31%	0.16%	+0.15%
Volatility (6M) Calculated over the trailing 6-month period	1.08%	0.52%	+0.56%
Volatility (1Y) Calculated over the trailing 1-year period	2.40%	1.01%	+1.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.34%	1.50%	+0.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.34%	1.50%	+0.84%

LODI vs. MYCG - Expense Ratio Comparison

Both LODI and MYCG have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

LODI vs. MYCG - Dividend Comparison

LODI's dividend yield for the trailing twelve months is around 4.96%, more than MYCG's 4.29% yield.

Position	TTM	2025	2024
LODI AAM SLC Low Duration Income ETF	4.96%	5.11%	0.38%
MYCG State Street My2027 Corporate Bond ETF	4.29%	4.28%	1.16%

Frequently Asked Questions

Can I hold both LODI and MYCG in my portfolio?

LODI and MYCG have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, LODI or MYCG?

LODI has higher volatility (0.31%) compared to MYCG (0.16%). In terms of maximum drawdown, LODI dropped -1.01% vs MYCG's -0.86%.

Which ETF is better, LODI or MYCG?

On 1-year performance, LODI leads with 5.83% vs 4.64% for MYCG. Both ETFs have the same 0.15% expense ratio. On volatility, MYCG has been the lower-risk option at 0.16%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, LODI or MYCG?

Over the 1-year period, LODI has performed better with a 5.83% return vs 4.64%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, LODI or MYCG?

LODI and MYCG have the same expense ratio: 0.15% per year.

Which ETF pays a higher dividend yield, LODI or MYCG?

LODI has the higher dividend yield at 4.96%, compared with 4.29% for MYCG.

What is the main difference between LODI and MYCG?

LODI is categorized as Short-Term Bond, while MYCG is Corporate Bonds. They also come from different issuers: AAM and State Street.

Which has better risk-adjusted returns?

MYCG currently has the higher Sharpe Ratio (4.66 vs 2.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.